Market Overview - The U.S. markets experienced a mixed day, with a focus on the U.S. 2-year yield rising by four basis points following a Supreme Court ruling that raised questions about inflation and interest rates [2][6] - Gold prices increased as investors reacted to the risk-off sentiment in the market, while tech stocks, particularly in the software sector, saw declines of approximately 1.5% [2][4] Technology Sector - The software sector is facing significant pressure, with fears that AI tools may replace traditional software suites, leading to a 30% decline in an index of stocks including Salesforce and Adobe since their record highs [4][70] - Companies like IBM have seen substantial stock declines, with IBM down over 13% amid concerns about AI disruption [70][77] Payment and Delivery Services - PayPal's stock rose nearly 5% due to takeover interest, contrasting with the broader tech sector's struggles [3] - Delivery service companies such as DoorDash and Uber are facing challenges as hypothetical scenarios suggest that AI could disrupt their business models, contributing to stock declines [5][71] Tariff and Trade Implications - The Supreme Court ruling on tariffs has created uncertainty, particularly for major importers like Home Depot and TJX, as the market grapples with the implications of potential tariff changes [6][80] - The Attorney General of Nevada indicated that states are considering actions to recover tariffs collected, which could amount to hundreds of billions of dollars [22][23] Economic Indicators - The current economic environment shows signs of growth, with global growth rates around 2.5% and 3% including emerging markets, while inflation is gradually decreasing [10][17] - The bond market is experiencing a steepening yield curve, driven by long-term inflationary concerns and an excess supply of government debt [12][14] Trucking and Transportation Sector - The trucking industry is witnessing structural changes, with a significant reduction in driver availability leading to higher rates and potential long-term impacts on capacity [57][68] - Demand for transportation services is still down year-over-year, but there are positive indicators such as increased trade volumes and a projected recovery in the second half of the year [59][63]

DoorDash is extending its pause on deliveries in New York City as the Northeast digs out from a major snowstorm. The delivery service is keeping its operational pause until at least 2 pm ET on Monday, a company spokesperson told Business Insider. DoorDash previously said the pause would last until noon.As of Monday morning, New York City had received 15 inches of snow after a blizzard hit the region late Sunday and early Monday. The storm also snarled flights and cut off power to thousands. DoorDash's pause ...

Framed as a postmortem dispatch written from June 2028, Citrini’s memo describes a dystopian economy where aggressive AI adoption initially drives record corporate profits but—via mass layoffs—ultimately hollows out the American consumer base. There’s a simple problem at the heart of this picture. This is what Citrini calls “ghost GDP,” created by AI, inflating national accounts but never actually circulating through the real economy because of the inconvenient fact that “machines spend zero dollars on disc ...

In response to a powerful winter storm, major Northeast cities, including New York City, have declared states of emergency and imposed travel bans, triggering widespread flight cancellations and delays across the region.NYC Mayor Zohran Mamdani declared a state of emergency and travel ban starting 9:00 p.m. on Sunday and ending at 12:00 p.m. on Monday in preparation for the storm. Similar actions have been taken in Rhode Island, Boston, Pennsylvania, Philadelphia, and Connecticut. The National Weather Servi ...

Sometimes, the market offers opportunities to buy great stocks at a discount. That's happening now.What goes up can go down. We've seen that adage come true with quite a few stocks in recent months. But can what comes down also go back up? Absolutely, at least in some cases.Some of the sell-offs appear to be overdone. Here are three growth stocks down 30% (or more) to buy right now. 1. DoorDashLike millions of people around the world, you're probably already familiar with DoorDash (DASH +0.04%). The company ...

DoorDash delivery bag on a doorstep with food order visible, highlighting delivery demand and DASH stock focus. Key Points DoorDash’s guidance reset the narrative, with analysts and institutions pointing to a rebound setup and meaningful upside from key support levels. Management is leaning into growth in 2026, raising spend while still targeting EBITDA margin expansion over time. Q4 headline misses didn’t derail core momentum, but competition and regulation remain the main risks to monitor. Intereste ...

Core Insights - DoorDash reported fourth quarter results that slightly missed Wall Street's expectations on both revenue and earnings per share, but total orders exceeded forecasts [1][2] Financial Performance - Earnings per share for the fourth quarter were $0.48, compared to the expected $0.55 [1] - Revenue grew 28% year over year to $3.96 billion, slightly below the nearly $4 billion forecasted by Wall Street [2] - Adjusted EBITDA reached $780 million, up 38% year over year and nearly $5 million above estimates [1] Order Metrics - Total orders increased by 32% to 903 million, surpassing the anticipated 888 million [2] - Marketplace Gross Order Value (GOV) was $29.7 billion, exceeding the expected $29.1 billion, driven by new customer growth and increased order rates in the US restaurant category [3] Future Guidance - For the first quarter of 2026, DoorDash expects marketplace GOV to be between $31.0 billion and $31.8 billion, above the Street's forecast of $30.75 billion [4] - Adjusted EBITDA for the first quarter is projected to be between $675 million and $775 million, which is below the Street's prediction of $800 million [4] Stock Performance - Following the results, DoorDash's stock fell as much as 8%, and shares had already lost about 20% year-to-date through Wednesday's close [3]

Core Insights - Uber Technologies, Inc. is favored by billionaire David Tepper, ranking among his top 10 stocks [1] - Susquehanna maintains a Positive rating on Uber with a price target of $110, citing a solid overall performance in Q4 [1] - The company reported Q4 earnings per share of $0.71, below the expected $0.80, but revenue of $14.4 billion exceeded forecasts [2] Financial Performance - Q4 earnings per share were $0.71, missing the forecast of $0.80 [2] - Revenue for the quarter was $14.4 billion, surpassing the forecast of $14.32 billion [2] - The first-quarter gross bookings outlook exceeded consensus by 3% at the midpoint, while EBITDA forecast aligned with estimates [2] Growth Prospects - Management anticipates an increase in US mobility trips and gross bookings by 2026 [2] - Susquehanna highlighted ongoing progress with autonomous vehicles (AVs) and upcoming deployments as significant opportunities for Uber [3] Company Overview - Uber Technologies, Inc. is a leading global provider of ride-hailing, food delivery, and freight services, revolutionizing urban transportation through its mobile app [3]

Core Insights - DoorDash reported a 38% increase in revenue for the winter quarter, nearing $4 billion, with 903 million orders, a 32% rise, driven by the acquisition of Deliveroo and a 20% increase in orders without it [2][3] - The company lowered its first-quarter forecast due to anticipated high investments in technology, international expansion, and adverse weather conditions impacting earnings [3] - DoorDash's shares have dropped nearly 20% this year, reflecting investor concerns over significant spending on unguaranteed future projects, particularly in AI [3][4] Financial Performance - Revenue for the winter quarter reached close to $4 billion, marking a 38% year-over-year increase [2] - The number of orders surged to 903 million, representing a 32% increase [2] - Research and development expenses rose by 41% last year, indicating a strong focus on innovation [7] Strategic Initiatives - DoorDash is integrating its delivery businesses—DoorDash, Deliveroo, and Wolt—into a single platform to enhance efficiency [7] - The company is investing heavily in AI technologies, including AI agents and autonomous vehicles, to facilitate more orders and reduce costs [7] - DoorDash is also focusing on last-mile delivery solutions, such as robots and drones, to gain a competitive edge in grocery delivery against rivals like Amazon [7] Market Position - In the U.S., DoorDash holds a dominant position in the delivery industry, with more than double the order volume of its nearest competitor, Uber Eats [5] - The company aims to leverage its global ambitions to enhance its market presence, particularly in international markets where Deliveroo and Wolt operate [5]

Core Viewpoint - DoorDash, Inc. reported Q4 earnings that missed analyst expectations, with earnings per share at 48 cents compared to the consensus of 60 cents, and revenue of $3.96 billion, a 38% year-over-year increase, but below the anticipated $3.99 billion [1] Group 1: Stock Performance - DoorDash stock experienced volatility, initially falling after the earnings report, recovering by double digits the following morning, and then declining again throughout the trading session [2] Group 2: Analyst Perspectives - Guggenheim and BofA Securities maintained a Buy rating on DoorDash, noting underlying strength in its core operations despite the headline misses, and remain optimistic about the company's long-term trajectory [3] - Guggenheim analyst Michael Morris acknowledged DoorDash's progress on its 2026 investment roadmap but lowered the price target due to broader market conditions [4] - BofA analyst Justin Post characterized the Q4 report as a "clearing event" for margin concerns and raised the price objective based on improved efficiency in new business lines [4]